Institutional Ownership Wisdomtree Tr U.S. Smallcap Di (DES)
This table provides information about the institutional ownership of Wisdomtree Tr U.S. Smallcap Di (DES). We have compiled data on the 383 institutions that hold shares in the stock, with a total of 30.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 17, 2025 Q3 2025 |
40,950
shares
|
$1.34 Million
0.65% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
40,115
shares
|
$1.31 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
39,781
shares
|
$1.3 Million
0.35% of portfolio
|
Q1 2022
Reduced 2.45%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
38,091
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
37,957
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Added 40.93%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
37,187
shares
|
$1.22 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
36,945
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2025
Added 6.57%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
36,833
shares
|
$1.21 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
36,235
shares
|
$1.19 Million
0.06% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
36,020
shares
|
$1.18 Million
1.77% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
35,483
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.9%
|
|
|
F&V Capital Management, LLC
|
Oct 10, 2025 Q3 2025 |
35,045
shares
|
$1.15 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
34,722
shares
|
$1.14 Million
0.08% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
34,334
shares
|
$1.12 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
34,168
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Added 56.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
32,254
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
31,801
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
29,843
shares
|
$977,656
0.08% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
29,128
shares
|
$954,233
0.01% of portfolio
|
Q3 2025
Added 73.77%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
28,804
shares
|
$943,619
0.02% of portfolio
|
Q3 2025
Added 8.35%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
28,588
shares
|
$936,542
0.34% of portfolio
|
Q3 2025
Added 13.3%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
28,450
shares
|
$932,022
0.03% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
28,444
shares
|
$931,825
0.11% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
28,155
shares
|
$922,357
0.05% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
27,756
shares
|
$909,286
0.43% of portfolio
|
Q3 2025
Added 37.26%
|
|